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Investment Management

Best investment management firm. Select the best investment management using customer reviews and ratings.

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Showing 11 – 20  of 6,043  Firms
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AUM
Up to $2B
$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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11-50
51-200
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Highest Rated
Wells Fargo
verified
4.7
verified
location iconSan Francisco, California
company size
Company size:  5000+
4
location iconSan Francisco, California
company size
Company size:  5000+
Wells Fargo & Company is a multinational financial services company that provides personal and commercial banking services, investing and wealth manag...
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services
InsuranceBenefits & RetirementCredit Card Servic...
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Fidelity Investments
verified
4.5
verified
location iconBoston, Massachusetts
company size
Company size:  5000+
AUM
AUM: $50B+
4
location iconBoston, Massachusetts
company size
Company size:  5000+
AUM
AUM: $50B+
Fidelity Investments offers investment management, retirement planning, portfolio guidance, brokerage, and other financial services.
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services
Private BankingWealth ManagementTrust & Estate Planni...
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Featured Listings
Axos
alert
verified
4.1
alert
verified
location iconSan Diego, California
company size
Company size:  1001-5000
4
location iconSan Diego, California
company size
Company size:  1001-5000
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, bu...
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Categories
services
Credit Card ServicesDebt & LendingAccount Services
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BNY Mellon
verified
3.9
verified
location iconNew York, New York
company size
Company size:  51-200
AUM
AUM: $50B+
3
location iconNew York, New York
company size
Company size:  51-200
AUM
AUM: $50B+
BNY Mellon Investment Management is a leading investment manager and a division of BNY Mellon - The Bank of New York Mellon Corporation, a publicly tr...
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Categories
services
Benefits & RetirementCredit Card ServicesInternational Servic...
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Trust Company of North Carolina
3.8
location iconCary, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
3
location iconCary, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Trust Company of North Carolina is wealth management firm based in Cary, North Carolina and a unit of Fidelity Bank based in Fuquay Varina, North Caro...
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Categories
services
Private BankingWealth ManagementTrust & Estate Planni...
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Delaware Funds by Macquarie
1.9
location iconPhiladelphia, Pennsylvania
company size
Company size:  5000+
AUM
AUM: $50B+
1
location iconPhiladelphia, Pennsylvania
company size
Company size:  5000+
AUM
AUM: $50B+
Macquarie Asset Management is part of the Macquarie Group, a financial services organization founded in 1969. Macquarie Asset Management is a global ...
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Categories
services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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First Capital Bank of Texas
1.6
location iconMidland, Texas
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
1
location iconMidland, Texas
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
First Capital Bank of Texas is a federally chartered community bank based in Midland, Texas founded in 1998. First Capital Bank of Texas offers busine...
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Categories
services
Credit Card ServicesInternational ServicesDebt & Lendi...
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Maryland Capital Management
1.4
location iconBaltimore, Maryland
company size
Company size:  11-50
AUM
AUM: $2B - $5B
1
location iconBaltimore, Maryland
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Maryland Capital Management is an SEC-registered investment adviser based in Towson, Maryland founded in 1978. Maryland Capital Partners provides inv...
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Categories
services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Five Star Bank
1
location iconWarsaw, New York
company size
Company size:  501-1000
total assets
Total Assets: $5B - $10B
1
location iconWarsaw, New York
company size
Company size:  501-1000
total assets
Total Assets: $5B - $10B
Five Star Bank is a state chartered bank based in Warsaw, New York founded in 1881. Five State Bank offers a wide range of consumer and commercial ban...
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Categories
services
InsuranceBenefits & RetirementCredit Card Servic...
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Luzerne Bank
1
location iconLuzerne, Pennsylvania
company size
Company size:  201-500
total assets
Total Assets: Up to $2B
1
location iconLuzerne, Pennsylvania
company size
Company size:  201-500
total assets
Total Assets: Up to $2B
Penns Woods Bancorp, Inc., is the bank holding company for Jersey Shore State Bank (JSSB) and Luzerne Bank (LUZ). It was incorporated in Pennsylvania ...
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services
Credit Card ServicesInternational ServicesDebt & Lendi...
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